+34,703.6%
TQQQ vs RGEN
+4,783.1%
+29,920.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | +0.2% |
| 7D | +2.8% | -4.6% | +7.4% | +5.2% |
| 30D | -3.0% | +1.2% | -4.2% | -3.9% |
| 3M | -2.7% | +26.8% | -29.6% | -16.1% |
| 6M | +45.4% | +29.1% | +16.4% | +22.9% |
| YTD | +36.3% | +0.7% | +35.5% | +31.1% |
| 1Y | +53.4% | +39.1% | +14.3% | +23.1% |
| 3Y | +265.6% | +2.2% | +263.3% | +223.1% |
| 5Y | +101.7% | -44.0% | +145.7% | +140.0% |
| 10Y | +3,054.7% | +412.7% | +2,641.9% | +1,508.4% |
| All | +34,703.6% | +4,783.1% | +29,920.5% | +7,334.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RGEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling